Pardot Knowledge Base

Prospect Audits Overview

Last Updated: Aug 22, 2016 | Print this Article
 

Each prospect record has an audit table displaying the prospect's actions. The Audit page lists all the data about your prospects that Pardot has. The audits are composed of the name of the action and information which changed in regards to the prospect record. The audit includes the type of change and the date that the prospect record change occurred.

Type and Value Columns

Here is a list of possible prospect audit activities you may see in the Prospect Audit table:
Type Value
Assignment/Reassignment Prospect assignments can happen several ways. If the prospect was assigned to a user manually by another user, you'll see "Assigned by" and the users name. Since your CRM is the master record for a prospect's "Assigned User", if there is a conflict of the value, Pardot's assigned user value will be changed to match the owner in your CRM. This change appears in the audits as "Reassignment by CRM"
Prospect Assignment Rule When a prospect matches an assignment rule and is assigned to a user.
Campaign Change Typically, changing a prospect's campaign is rare since that is the prospect's initial touch point and will allow you to calculate the true ROI for the prospect. If you do need to change the prospect's campaign, the old campaign value will be logged within their audits.
Completion Action Triggered When a prospect triggers a completion action, it will appear here and link to the asset the completion action was triggered on.
Prospect Created - Form Submission We record which form the prospect submitted when their prospect record was initially created. Within the audit table, you will see "Converted from visitor: 000.00.000.00 via Form or Form Handler: Name of form/form handler".
Prospect Deleted / Restored from Recycle Bin When a prospect is deleted we record the time of deletion in the audits. If the prospect is restored from the Recycle Bin (undeleted), we record the time of the action.
Prospect Default Field The prospect field name will be on the left side of the audit row. The audit will display the old value for the default field.
Prospect Custom Field The custom field name will be on the left side of the audit row. The audit will display the old value for the custom prospect field.
Form Error When a prospect either attempts to submit a form that is either incomplete or contains an invalid format (email or number field), an error occurs. We will log the field which triggered the error and why it was an error. For example, you might see "Form Error - Required Custom Field " within the audit.
List Added The prospect was added to a list. There are several ways that a prospect can be added to a list including, automation and segmentation rules, imports, completion actions, drip actions, and manually.
List Removed The prospect was removed from a list. There are several ways that a prospect can be removed from a list including, automation and segmentation rules, imports, completion actions, drip actions, and manually.
Opportunity Added If you are using Salesforce or SugarCRM, we will automatically create opportunities for you in Pardot when you create the opportunity in Salesforce or SugarCRM. For other CRM integrations, you will manually create the opportunity in Pardot. Once the opportunity has been created in Pardot, the opportunity will be logged in the prospect audit.
Prospect Webinar Sync The date/time a prospect's webinar attendance information (registered, attended, did not attend) was synced from the webinar vendor.
Prospect Geolocation autofill The date/time a prospect's country or state was updated through our geolocation autofill feature. If a prospect's country or state is added to their record based on the location of their IP address we log the change.
Prospect Reviewed / Unreviewed The date/time a prospect was marked as reviewed or unmarked as reviewed.

Note: We will not log an audit for a prospect field when the value is initially set. Typically, you will only see an audit for prospect fields when the data changes.

Source Column

The Source column may include information about what triggered a change on a prospect record. Here's a list of the most common sources:
Source Definition
Reassigned by CRM Change to Assigned User that happened in the CRM and synced down to Pardot.
Reassigned by [user name] User reassignment that happened in Pardot.
Form/Form Handler/Landing Page: [name of form/handler/Landing Page] The value came from a Pardot form, form handler, or landing page submission.
Change by Pardot user in the Analytics section Change was triggered by completion actions associated with page actions.
Change by Pardot user in the Prospect Section A Pardot user manually updated the prospect record.
Change by Pardot user in the Data.com section Prospect recorded was updated by the Data.com connector.

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